post https://app.moderntreasury.com/api/counterparties//collect_account
Send an email requesting account details.
{
"direction": "credit",
"fields": ["nameOnAccount", "accountType", "accountNumber", "routingNumber", "address", "ibanNumber", "swiftCode"],
"custom_redirect": "https://google.com"
}
Setting a custom email domain
Modern Treasury by default will send emails from moderntreasury-mail.com. You can set up a custom email domain here.
Resending the collect email
If you are still waiting on the counterparty's account information, you may resend them the email by calling this endpoint again. If you do that, the
is_resendfield will be true.
Available only if organization is live
You will not be able to collect counterparty information via automated email unless your organization has gone live. If it has, you can execute this endpoint in both sandbox and live (production) environments.